Latest Institutional Transactions on Ishares Tr (IYR)
This table provides information on the latest institutional transactions involving Ishares Tr (IYR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
29.3K+ 104.43% |
$2.26M - $2.61M
|
57.4K
$5.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
29.9K+ 120.34% |
$2.3M - $2.67M
|
54.8K
$5.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
13.7K+ 119.68% |
$1.05M - $1.22M
|
25.1K
$2.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$1.39K - $1.61K
|
18
$1.84K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
984+ 2659.46% |
$75.7K - $87.7K
|
1.02K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-539- 19.08% |
$41.5K - $48.1K
|
2.29K
$233K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
13.2KNew |
$1.01M - $1.17M
|
13.2K
$1.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 9.57% |
$693 - $803
|
85
$8.68K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17.7K- 98.07% |
$1.37M - $1.58M
|
349
$35.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.49KNew |
$269K - $311K
|
3.49K
$356K
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
BUY
|
- |
10.3KNew |
$793K - $918K
|
10.3K
$1.05M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.21K+ 44.39% |
$555K - $643K
|
23.5K
$2.39M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
601New |
$46.3K - $53.6K
|
601
$61.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104New |
$8K - $9.27K
|
104
$10.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-56- 1.13% |
$4.31K - $4.99K
|
4.89K
$499K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
500New |
$38.5K - $44.6K
|
500
$51K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
275New |
$21.2K - $24.5K
|
275
$28.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
533New |
$41K - $47.5K
|
533
$54.4K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-70Closed |
$5.64K - $7.22K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.48K+ 9.72% |
$281K - $359K
|
39.3K
$4.01M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.4K- 70.21% |
$838K - $1.07M
|
4.41K
$450K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.47KNew |
$280K - $358K
|
3.47K
$354K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
390+ 41.85% |
$31.4K - $40.2K
|
1.32K
$135K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$49.4K - $63.3K
|
613
$62.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.1K+ 111.44% |
$572K - $733K
|
13.5K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12K+ 76.92% |
$968K - $1.24M
|
27.6K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 12.2% |
$2.5K - $3.2K
|
223
$22.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
111+ 0.2% |
$8.95K - $11.5K
|
55.2K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
792+ 8.14% |
$63.9K - $81.7K
|
10.5K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
87.5KNew |
$7.06M - $9.03M
|
87.5K
$8.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-424Closed |
$34.2K - $43.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.01K+ 3.7% |
$323K - $413K
|
112K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.6K+ 122.17% |
$851K - $1.09M
|
19.2K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
10K+ 26.67% |
$806K - $1.03M
|
47.5K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-77- 0.85% |
$6.21K - $7.95K
|
9.02K
$921K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$968 - $1.24K
|
12
$1.22K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$276K - $353K
|
3.42K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10KNew |
$806K - $1.03M
|
10K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
49.3KNew |
$3.98M - $5.09M
|
49.3K
$5.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
148KNew |
$12M - $15.3M
|
148K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.26K- 45.2% |
$263K - $337K
|
3.95K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-162- 4.06% |
$13.1K - $16.7K
|
3.83K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$80.6 - $103
|
1
$102
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
15New |
$1.21K - $1.55K
|
15
$1.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$1.23M - $1.57M
|
15.2K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
234K+ 2411.34% |
$18.9M - $24.1M
|
244K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.7K+ 122.48% |
$1.02M - $1.31M
|
23.1K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
320+ 7.2% |
$25.8K - $33K
|
4.77K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-64KClosed |
$5.16M - $6.6M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-192- 6.19% |
$15.5K - $19.8K
|
2.91K
$297K
|
|